Index
Italicized page locators indicate figures; tables are noted with a lower-case italicized t; monofont terms are in bold.
A
AAM. See Alternate access mappings
Absolute addresses, 406
Access
COM add-ins supported by, 1073
connecting to databases other than, 256
Custom Task Panes added into, 1093
VSTO package and, 834
Access 2003, unsupported data type and, 343t
Access 2007, unsupported data type and, 343t
Access content programmatically permission-based option, 547
Accessibility control settings, 874, 874
Accessible forms, designing, 874, 875
“Accessing XML Data Using XPathNavigator,” 780
Access keys, for inserting and removing sections, 689
Access key text box, 194
Access paths
defining, 468
domain trust form templates and, 467
error dialog that appears when opening a form from path not related to, 403
for installable form templates, 486
publishing via e-mail and, 416
on restricted form templates, 464, 465
security designed into form templates and, 459
setting in Publishing Wizard, 462, 463
updates and, 463
Action dialog, for rules, 671
Actions menu (Outlook), 659
ActionType enumeration type, finding, for a structurally editable control, 827, 828
Activate Form Template page, 896, 898
Activation
choosing site collection and Web application for, 897
with Manage Form Templates page, 895–897
publishing process and, 681
recovering from, 895
with Site Collection Features page, 898
waiting for upload to complete before, 901
Active add-ins, 502
Active Data Objects, 256
Active Directory group, 621
Active sessions setting, terminating, 911
Active Template Library
basic, creating for control, 1051
hosting InfoPath and, 978
ActiveX control(s), 79, 173, 847, 1073
Add Custom Control Wizard showing Microsoft UpDown Control 6.0 selected in list of, 1039, 1039
adding to Controls task pane, 1038–1047
aggregation and, 1042
binding values from, to data in data source, 1042
building custom controls for InfoPath with use of, 1049–1072
building for InfoPath using C#, 1061–1072
building for InfoPath using C++, 1049–1061
CAB files for, 1041
classification of, 471
communicating between COM add-in and, 1100–1104
customizing various properties of, 1047–1048
FireTaskPaneReady method implemented by, 1103 (listing)
hosting InfoPath and, 978
implementing, 1049
inability to rebuild, after using in InfoPath, 1053
InfoPath 2007 available as, 965
InfoPath support for, 438, 439
installing and registering, 1058
installing and using, 1038–1048
property pages and, 1047–1048
rich text data and, 1046
safe initialization and scripting of, 1039
sharing development of form templates containing, 1048
specifying safety of, 1053–1055
ActiveX objects, script and, 497
ActiveX technologies, 24
building custom controls with, 174, 1037–1072
adapterName parameter, SubmitToHostEventHandler method and, 1009
Adapters, XML file, 247
Add Additional Details Button control, logic behind, 827
Add a Workflow page, 637
implementation of, 1086, 1087 (listing)
Add Custom Control Wizard, 442, 1038, 1056, 1071
Custom Control Added page, 441, 441
with Microsoft UpDown Control 6.0 selected in list of ActiveX controls, 1039, 1039
Select a Control Type page, 439
Specify a Binding Property page, 1041, 1042
Specify an Enable or Disable Property page, 1042, 1043, 1051–1052
Specify Data Type Options page, 1044, 1044
Specify Installation Options page, 1040, 1040
Add-ins
COM add-ins, 1073–1092, 1105–1106
Custom Task Panes, 1093–1104
InfoPath 2007 and support for, 23
initializing, 1080
learning more about, 1074
managed, accessing InfoPath object model from, 1107–1111
managing in InfoPath, 1111–1114
reenabling, 1114
warning dialog after serious error caused by, 1114
writing add-ins and Custom Task Panes using VSTO 2005 SE, 1105–1106
Add-ins category, in Trust Center dialog, 499, 501–503
Add-ins tab in, Trust Center dialog, 1111, 1112
Additional Information dialog, 517, 530–531
showing exactly what you are signing before you sign it, 516, 516–517
Additional permission, enabling, 547
Add operation, 86
Add or Remove Custom Controls dialog, 439, 441, 1038, 1065, 1066
Add Print View for Word Wizard, 600
choosing path and file name from, 601
specifying Word print view name in, 601, 602
Add/Remove Programs dialog, 417
Address block
after pasting into the view, 437
creating, 437
Address block section, of MOI employment application form, 432
AddressBlock template, custom category of Controls task pane after addition of, 441
AddressBlock template part, 447
with cascading Combo Box controls, 448, 448
design-time visual for new version of, 449, 450
inserting into blank form, 444
inserting into new form template, 443–447
installing new version of, 449
more details for, 450
updating, 448
updating form template containing, 449–451
Address information, controls for adding to employment application form, 46
Add to Favorites link, 16
Add User Role dialog, 617, 617, 619, 621
Add View dialog, opening, 75, 75
Administration
for Forms Services, 866
power of, 889
Administrative (admin) deployment
alternative, 898–901
command-line admin deployment, 899
to Forms Services, 892–901
activating form template to a site collection, 893, 895–898
uploading form template to server, 893–895
programmatic admin deployment, 900–901
template upgrades and, 917
two components of, 888
Administrative policy, disabling InfoPath design mode as, 506
Administrative session state thresholds, 910, 910
Administrator, InfoPath installed as, 457
Administrator approval
publishing form templates for, 889–891, 890, 941–942
specifying a path during publishing to save a form template requiring, 891, 891
Administrator-approved templates, location of, 895
admin object models
Forms Services Admin tool authored by, 900, 901
quiesce tool authored by, 919, 919
ADO. See Active Data Objects
submitting data with use of, 344
ADO.NET DataSet object, 344
designing view of form receiving and submitting to, 374
rules and, 388–389
Web service support for, 12
AdoNetDataSet sample, 374
ADO.NET DataSet submit, 369–392
ADO.NET datasets and rules, 388–389
custom submit using form code, 383–384
custom submit using rules, 384–388
designing form template with a dataset, 370–374
disadvantages with rules, 389–391
filling out the dataset form, 375–377
submitting to a hosting environment, 391–392
submitting to a SharePoint library, 377–380
submitting to a Web server via HTTP, 380–383
ADO.NET dataset Web service, configuring change tracking for, 371
ADO.NET Web services, 300–307
example Customers and Orders Web service, 302–307
typed and untyped DataSets, 301
ADOXML, 256
Advanced controls, 25, 156–174
Choice Group control, 167–171
Choice Section control, 167–171
custom controls, 172–173
Expression Box control, 158–163
Horizontal Region layout element, 164–167
Hyperlink control, 156–158
Repeating Choice Group control, 167–171
Repeating Recursive Section control, 171–172
Scrolling Region layout element, 164–167
Vertical Label control, 163–164
Advanced formatting, 76–82
control formatting, 78–79
Format Painter, 79–80
for multiple controls, 80–82
Advanced Forms Services, 865–963
controls and browser optimizations, 867–875
designing accessible forms, 874
postback settings, 871
Update button, 872–874
data connections, 929–950
administrations settings, 931–936
authentication considerations, 943–948
centrally managed connection library, 936–943
e-mail, 948–950
form code, 875–885
circumventing browser-enabled limitations, 878–879
compatibility of, with Forms Services, 884–885
detecting the browser or InfoPath client, 883–884
executing in browser, 876–878
simulating a custom task pane in browser, 882–883
simulating user roles in browser, 880–882
getting started with, 865–866
performance tips and best design practices, 950–963
data connections, 956
data-heavy features, 954–956
form code, 953
form template deployment, 951–952
form view state, 956–957
health monitoring, 962–963
miscellaneous tips, 957–958
performance monitoring, 958–959, 961–962
reduction of form postbacks, 953–954
views, 952
SharePoint integration, 885–929
advanced publishing, 888–903
configuring InfoPath Forms Services, 906–907
configuring shared services and providers, 907–920, 925–928
filling out a form on a SharePoint page, 928–929
managing form templates, 904–905
Advanced section, of Submit Options dialog, 393, 393
Advanced tab, 193–198
of Form Options dialog, 579, 579
of Repeating Section Properties dialog, 566, 567
After submit option, 394
agg:action attribute, 583
agg:order attribute, for merge actions, 584
Aggregated status report, 574, 574
Aggregate reports, 553, 554, 555, 613, 660
design and merging of, 562
Aggregation, ActiveX controls and, 1042
Aggregation namespace, merge actions in, 583, 584
agg:select attribute, for merge actions, 584
agg:selectChild attribute, for merge actions, 584
Airline form
with default value for FlightType as “Roundtrip,”106
XML Schema for, 109 (listing)
AirlineReservation document element, 120 (listing)
Airline reservations
NumberOfChildren attribute as nonexistent in form and XML data, 147
NumberOfChildren attribute field, 146
NumberOfChildren attribute field inserted in the form and XML with default value of 1, 147
AJAX (Asynchronous JavaScript and XML), 703, 910
Alerts, 405
Aliases, user roles and, 617–618
Allow fully trusted forms to run on my computer checkbox, 498
Allow only signature option, 527
AllowPartiallyTrustedCallersAttribute. See APTCA
Allow users to change these settings checkbox, 596
Allow users to edit data in this field by using
a datasheet or properties page option, cautionary note about, 413
Allow users to fill out this form if data is unavailable checkbox, 313
Allow users with read access to copy content permission-based option, 547
All the signatures are independent (co-signing) setting, using, 531
Alphabetic characters, XML, naming nodes and, 104
Alphanumeric characters, XML, naming nodes and, 104
Alternate access mappings, 927–928
defining three types of, 928
Ambiguous schemas, 129 (listing), 135
converting to, 134
first prompt related to starting from, 129
Ampersand (&) character, submit keyboard shortcut and, 335
And button, specifying conditions with, 218
Anonymous access, authentication and disallowance of, 934
Appeals process, evaluations and, 281
AppendChildElement method, using, 829
Apple systems, browser-based forms and, 668
Application class, 883
ApplicationClass object, Events property of, 1082
Application data member, 1107
ApplicationEvents object, 1082
Application_Idle method, implementation of, 998 (listing)
Application idle state, updating toolbar buttons during, 997–1000
Application.LoginName, 881
application object, casting to ApplicationClass, 1080
_applicationObject object, 1091
Application review form, with Scrolling Region control when filling out the form, 166
Application server, 672
Application.UserName, 881
Apply Font to All Controls
controls providing support for, 82t
selecting from Format menu, 81
Approval workflow, 637
“Approver” role, 620
APTCA, allowable list, 498
Arbitrary Section controls, 522–523
ArgumentException, 1086
Artificial domains, testing form template with, 482
Asian language forms, Vertical Label control and, 163
ASP.NET, 853
ASP.NET controls, use of, for Web form design, 1011
ASP.NET mobile controls, 720
ASP.NET page
beginning design for, 1015
events that host page may not sink, 1028t
host to InfoPath communication and, 1020–1028
InfoPath to host communication and, 1028–1035
properties and methods not available to, 1027t
session state enabled on, 1018
setting destination option for, 381
storage for, 1014
ASP.NET page load event handler, to read data submitted by Web server (HTTP) connection, 383 (listing)
ASP.NET Web service, new Web site dialog with template for, 274, 274
Assembly, 739
ATL. See Active Template Library
ATL Control Wizard
adding ActiveX control to project with use of, 1051
implementing Value property and, 1056
Stock Properties page of, for Simple- InfoPathActiveX control, 1051, 1052
Atomic controls, 444, 445, 450
Attached files, XML format for, 70
“Attaching Files in InfoPath 2003” (MSDN Web site), 68, 70
Attribute nodes, adding, 116
Attribute node type, merge customizations available for, 571t
Attributes
database data types and, 269
designing music collection form’s data source with and without, 117
elements vs., 118
with fields and groups, 94
as nodes, 94
use of, 117
Authentication
to data sources, 935–936
disallowance of anonymous access and, 934
embedded SQL, 934–935
Kerberos, 944
UDC, 944–946
Windows Integrated, 934
Authenticity, 508
Authenticode, 493
Author property, in body of document, and Word document showing Document Information Panel, 976, 977
Auto insurance form, after loading in IP insurance application, 986, 986
Automatically create data source, 91
Automatically create data source checkbox, 41
Automatically determine security level (recommended) feature, 482, 483
Automatically retrieve data when form is opened checkbox, 251, 251, 314
Automatic security level, 482–483
AutoText items, 590
B
“Backdoor” network share, publishing MeetingRequest template to a Web server via, 401, 401
Background color
adding to view, 76
for SimpleInfoPathActiveX control, 1051, 1052
for stock tracking Text Box, 219, 220, 221
Backup copies, modifying existing form templates and, 447
Backups, creating, before making any hand modifications, 536
Backward compatibility, enabling form template for, 700
Bad sorting conditions, disabling of Finish button and, 265
Basic authentication, 934, 944
BasicDataFormTemplate sample, 285
Binding mechanics, behind controls and the data source, 744
Binding(s)
ActiveX control to fields or groups in data source, 1041–1042
changing via context menu, 140
choosing data source node for, 139
customizing new, 142–144
field or group types and, 1045, 1045t
multiple, 145–147
multiple, details of, 147–149
of newly inserted controls to newly created data source, 9
odd, 145
secondary data source, 307–312
Binding section, of Data tab, 176, 180
Binding style, 288
Binding visuals, 65
Bin folder, contents of, 839
Blank form
creating, 30t
Blank groups, removal of, only if empty, 571, 572
Bookmarks, unavailability of, when designing InfoPath form templates in VSTO, 855
Bookmarks feature, 816
Border color, for SimpleInfoPathActiveX control, 1051, 1052
Borders
in layout tables, 36
for Plain List control, 66
Borders and Shading dialog, 36
Bound controls, 86
clicking on control in the view for selection of, in data source, 87
Breakpoints, enabling, 740
Browse button, 440
Browse dialog, 440
Browse for Folder dialog, for selecting location to save template source files, 421–422, 422
Browser
detecting, 883–884
filling out InfoPath forms in, 666–668
form code executed in, 876–877
form opened in, 683
matrix of, for use with Forms Services, 690, 691
rudimentary implementation of roles in, 882 (listing)
seeing forms in, 49
showing faux message box in, 879 (listing)
simulating custom task pane in, 882–883
Team Status Report view filled out in, 604, 604
Team Status Report view shown as a print view in, 604, 605
user roles simulated in, 880–882
using host page to display dialog box message in, 1033 (listing)
Browser-based forms, performance tips and best design practices, 950–963
Browser-based form templates, data connections in, 710–714
Browser category, on Form Options dialog, 872
Browser-compatible errors, 695, 696, 697
Browser-enabled form libraries, “regular” form libraries and, 707
Browser-enabled forms
form code added to, 876
print views in, 603–605
sending e-mail from browser in, 339
Browser-enabled form template design, 690–701
Design Checker and, 693–701
design once philosophy and, 692
Browser-enabled form templates
Changing event not available in, 745
configuring Button control to use the Update Form option for, 873, 873
customizing toolbar buttons for, 872, 872
designing with VSTO, 840
message indicating feature can be used in, but is not active in browser, 671, 671
message indicating feature cannot be used in, 670, 670
postback settings for control in, 871, 871
URL-based options for opening of, 716–720
Browser-enabled limitations, circumventing, 878–883
Browser forms
Close button, 687
closing, 708
controls, 688–690
creating, 682–683
filling out, 714–720
Print View button, 687
reopening, 704–705
Save and Save As buttons, 686–687
Submit button, 685–686
toolbar and, 683–684
Update button, 687
View drop-down, 687
Browser forms controls setting, form template postbacks and, 954
Browser forms tab, 198
Browser incompatibilities, two types of, 670–671
Browser optimizations, 699–700
in Advanced Forms Services, 867–874
issues with, 868–870
Browser rendering
disabling, 890
enabling in Publishing Wizard, 680
Browser test form, for SaveItem Web service method, 280
Browser value, 717
Bubbling, lack of nonprogrammatic option for canceling of, 748
Buddy tab, in Properties dialog for Microsoft UpDown Control, 1048
Bugs
circumventing validation in forms, watching for, 756
“duplicate error,” 764
Build menu, 740
Build scripts, 419
Bulleted List control, 7, 65, 66
binding behavior of, 90t
Bulleted List Properties dialog, 307
secondary data source-bound controls with little customization allowed, 308
Business Data Catalog, 678
Business logic, 731
ButtonClick event, 790
binding behavior of, 89t
sinking an event for, 787
specifying action for rule to run when user clicks on, 231
Button control (ASP.NET), code behind, in MyPage.aspx, 1021 (listing)
ButtonEvent, 782
Button event handler, 766 (listing)
Buttons, MOI Consulting request form code and, 803–805
By key field option, 202
C
CA. See Certificate authority
CAB files
creating, 1071
form templates stored in, 26
.NET control installation process and, 1070
specifying, ActiveX controls and, 1040, 1041
Cache, Getting Started dialog with form templates in, 465, 465
Cache conflict, occurrence of, when different version of same form template is opened, 464
Cached form template files, 424
Cached queries
offline, 316
saving, time span and, 314
Cache ID values, of MOI Consulting request form, 794
Cache queries, for use in Offline mode checkbox, 314
CAL. See Client Access License
Calculated default data, 86
Calculated default values, 107
updating template parts and, 451
Calculated Default Values section, in Logic Inspector dialog, 238
Calendar year, Horizontal Repeating Table control and forms based on, 60
CallFormCode function, 789
CancelableArgs.Cancel property, 754
Cannot be blank property, 101–102
optional field vs., 105–106
validation error for, 102
CAS, form code permission and, 497
Cascading, updates and deletes, 305, 306
CAS permission set, for LocalIntranet, 496t
Category box, in Upload Data Connection File page, 940, 940
Category filters, grocery form filled out with, 325
Category IDs, registering in registry, safe initialization and scripting for ActiveX controls and, 1054
CATID_SafeForInitializing, 1054
CATID_SafeForScripting, 1054
CComControl base class, 1058
Cells
splitting rows into, 37
Central Administration site, navigating to, 677
Centrally managed connection library, 866, 936–943
advantages and constraints with use of, 936
data connection in, 931
designing against, 937–942
domain trust form templates and, 461
domain trust user form template and use of, 929
retrieving data connection files from, 942–943
uploading .udcx file to, 939–940, 940
Certificate authority, 487, 488, 489, 499
Certificate dialog, 530
general tab of, which shows whether the publisher of certificate is trusted, 491
Certificate properties dialog, 493
Changed Event, 737
Changed event, 767–777
as default XML event, 852
Change permissions button, 542
use of, for most controls, 59
Change to Repeating Table dialog, choosing number of rows used in header in, 1125, 1126
Change tracking, configuring for ADO.NET dataset Web service, 371
Changing event, 749–757
error that occurs when calling unsupported OM during, 756, 756–757
exhibiting, 750
lack of availability for, in browser-enabled form templates, 745
showing message box in, 745 (listing)
Changing event handler, error message for canceling of, 755, 755
Chat programs, 392
Check Box control, 7, 45t, 1037
binding behavior of, 89t
converting to Option Button control, 1125
CheckDateTimes method, implementation of, 761 (listing)
Child tables, defining relationships between parent tables and, 263
Choice controls, 167–171
Choice Group control, 14, 167–171, 827, 1037
binding behavior of, 90t
in design mode, 168
employment application form with, 170
in InfoPath 2003 SP1, 14
Choice Section control, 14, 167–171, 1037
binding behavior of, 91t
default commands for, when filling out a form, 212, 212
Choose InfoPath Form dialog, 649, 649, 656
C# language, 833
building ActiveX control for InfoPath with use of, 1061–1072
form code, before upgrading the OM version, 734t
hosting InfoPath and, 978
C++ language
building ActiveX control for InfoPath with use of, 1049–1061
COM add-ins written in, 1074
hosting InfoPath and, 978
Classes, not implemented by Forms Services, 886–887t
ClassInformation group, 379
submitting to XmlNodeToString Web method, 358
Class Information view, start date and start time in, 352
Click event handler, code for, 995
Click here to insert link, optional controls after clicking on, 51, 51
Client Access License, 678
Client-only rules, InfoPath e-mail forms as, 650
Client value, 717
Clone method, 772
Close button, on browser form toolbar, 683, 687
ClosedNode document element, 536
Close the form action, 394
Close the form rule action, 234
CLR. See Common Language Runtime
CLSID KEY, 1066
CMCL. See Centrally managed connection library
Code
adding logic without, 215–240
addition of, to form template in VSTO, 840
addition of, to form templates, 737–738
behind ASP.NET Button control in MyPage.aspx, 1021 (listing)
behind a Web service to get user name from Web service proxy, 948 (listing)
confirmation dialog before removal of, 733
editing with InfoPath, 384
existing form templates with, in VSTO, 841–842
filling out and debugging form with, 738–740
to find text in hosted form, 995, 996 (listing)
fully trusted form templates without, 902
mobile compatibility and, 724
MOI Consulting request form template and addition of logic without, 801–803
multiple notifications and, 774
removal of, as one-way operation, 733
to save currently loaded IP insurance form, 989 (listing)
saving before addition of, 738
settings related to addition of, 732–736
for Sign form event, 815 (listing)
for stopping XML events from bubbling above current event handler, 748 (listing)
for UserIsAuthorized property, 752, 753 (listing)
using to submit forms, 337
writing, for Web service sample, 276 (listing)
writing behind a form, 730–741
Code Access Security (CAS) model, 496
Code editing in Visual Studio 2005, 858–860
features, 861
code snippets, 860
refactoring, 859
signing, 859
Code group, creating, 497
Code language, homogeneity of, 783
Code signing, 859
creating self-signed certificate for, 490, 490
Code-signing certificates, 487–488
for signing form templates, 490
Code snippets
commonly used, 860t
customizing, 860
in Visual Studio 2005, 860
Collect Feedback workflow, 637
Color, for stock tracking Text Box, 219, 220, 221
Color properties, for SimpleInfoPathActiveX control, 1051, 1052
Color property page, for SimpleInfoPath- Control object, 1054, 1054
Color schemes, 7
for forms, 39
in Repeating Table control, 57
Color Schemes task pane, 39, 40
Columns
adding, published templates and, 408
as attributes, in database data sources, 269
inserting in layout tables, 37
promoting properties to make them available as, in Outlook, 415, 415
COM. See Component Object Model
COM add-ins, 1073–1092, 1105–1106
adding user interface items and, 1076
application events available to, 1082t
building for InfoPath, 1076–1092
communicating between ActiveX control and, 1100–1104
dialog for addition and removal of, 502, 502
introduction to, 1074–1076
lifetime and command bars, 1086
support for, 1073
COM Add-Ins dialog, 502, 502, 1113, 1113
COMAddins object, 1102
Combo Box control, 45t
binding behavior of, 89t
country data and, 46
in InfoPath 2007 Controls task pane, 22
IP insurance application after addition of, 984, 984
Combo Box controls, cascading, Address- Block template part with, 448, 448
COM interop, writing COM add-ins in managed code with, 1074
COM Interop attributes, InfoPathMaskedTextBox class after addition of, 1062 (listing)
CommandBars collection, 1076, 1086, 1096
CommandIds enumeration, 997
in FormControlCommandIds class, 994
Command-line admin deployment, 899
Command-line quiescing, 917–919
Commands
customizing, 210–212
shortcut keys assigned to, 211
Comments group, 522
Common Language Runtime, hosting InfoPath and version 2.0 of, 978
Compatibility category, on Form Options dialog, 694, 695
Compatibility mode, changing, in midst of designing template, 693
Compatibility setting, changing, 405
Compatible form template design, design once philosophy and, 692
Compiling, failure in, 740
Complex script, support for, with InfoPath SP1, 14
complexType data type, 99, 99t
Component Object Model, 23
COM add-in technology based on, 1074
hosting InfoPath and, 978
Compound built-in controls, 445
ComSourceInterfaces attribute, 1067
ComVisible (true) attribute, 1005
Conditional Format dialog, 216, 217
after adding conditions for manager roles, 632, 633
after changing condition to use a user role, 631
with multiple conditions, 219
with specifications showing conditions needed to set background color to yellow, 221
Conditional formatting, 6, 11, 18, 19, 118, 215–222, 426, 562, 742
in mobile forms, 725
on MOI Consulting request form, 802
referencing user role in, 880
Sales Report view with, 592
updating template parts and, 451
Conditional Formatting button, 182, 630
Conditional Formatting dialog, 216, 216, 630
accessing, 215
with condition, where StockPrice is less than or equal to $18.00, 220
conditions added to, 216–217
with one condition, 220
showing all three conditions, for stock tracking, 222
Condition dialog for rules, selecting user’s current role as qualifier in, 623, 623
Conditions
comparison operands for, 217–218
hiding or disabling of, 216, 222
specifying, 217
user roles and specification of, 622
Configuration wizard, configuring Forms Services and, 675
Configure InfoPath Forms Services administration page, 957
threshold setting on, 910
Configure InfoPath Forms Services page, 931
Configure Session State page, 907
Configuring a Button control, to use the Update Form option for a browser- enabled form template, 873, 873
Confirmation dialog, before removing code, 733
Confirm view, 829
of MOI Consulting request form, 796, 796
Connect class, 1078
Connection authentication, 866
Connection counters, 961
Connection library, form template design and, 30t
Connection Library option, in Design a Form Template dialog, 245
Connection Options dialog, modifying a server-based connection in, 938–939, 939
Connection store, 713
Connection timeouts, InfoPath Web service, 360
Contact Selector control, 972, 973
Container controls, 169
changing from one type to another, 59
rebinding, 142
selecting, 78
ContentControl property, 1101
of CustomTaskPane object, 1100, 1101
Content type management, enabling for document library, 970
Content types
list of, in Data Source Wizard, 971, 971
management of, 709
ContextChanged event, 785
behavior of, 816
wiring up, for context-sensitive help in custom task pane, 817 (listing)
Context menu
of most popular control bindings, 143
for Optional Section control when filling out a form, 52, 52
for Repeating Section control when previewing form, 54
Context-sensitive help in custom task pane
MOI Consulting request form code and, 816–822, 824–831
wiring up ContextChanged form event for, 817 (listing)
Control bindings
popular, context menu of, 143
Control events, 730
Control formatting, 78–79
Control inserting, 91
Control properties, 174–203
changing/resetting of, after rebinding, 141t
Control properties dialog, customizing merge action through, 566
Controls. See also Advanced controls
binding behaviors for, 89–91t
binding mechanics behind, 744
binding to data source, 138–139
bound, 86
conditional formatting of, 216
custom, 173–174
data fit to, 353
design-time visual icons over, to indicate potential binding issues, 149
File and Picture, 67
File Attachment, 68–70
formatting multiple, 80–82
Forms Services and, 867–874
Horizontal Repeating Table, 60–61
hybrid, 88
Hyperlink, 88
Ink Picture, 72–73
list, 65–66
Master/Detail, 62–65
mobile compatibility and, 723–724
Multiple-Selection List Box, 67
Optional Section, 49–51
Picture, 70–72
purpose of, 44
Repeating Section, 52–55
Repeating Table, 56–60
seeing name of, 65
Selected Text Box, 78
for settings for a control in browser-enabled form template, 871
standard, 43–44, 45–46t, 46–48
structurally enabled, 827
support for, in Forms Services, 688t
template parts without, 447
that are not bound, 88
using, 41–73
virtual, 168
when design-time visuals appear on, 150
working with in VSTO, 851–853
XML Schema created “behind” data source in XSD file and, 111–115t
Controls collections, controls included in, 1145t
Control selection, 78
Controls link, in Design Tasks pane, 41
Controls task pane, 34t, 41, 42, 86, 155, 158, 1047
ActiveX controls added to, 1038–1047
Choice Section control in, 169
custom category of, after adding the AddressBlock template, 441
custom controls support, with InfoPath 2003 SP1, 14
default data types and, 43
File and Picture category in, 67
in InfoPath 2003, 8
list controls in, 65–66
new controls, in InfoPath 2007, 22
new controls for, in InfoPath 2003 SP1, 14
template parts added to, 438–441
template parts inserted into the view from, 445
Control text, aligning with adjacent text labels, 354
Convert Data Connection dialog, 712, 712, 938, 938
Convert feature, using Web service proxy and, 946
Convert Main Data Source option, 132–135
benefits with, 132
for query connections, 357
on Tools menu, 537
_copiedNode member variable, 1091
Copy button
enabling/disabling, 1000
Copy button event handler, EnabledAllPasteButtons method and, 1090 (listing)
Copy Form Data button, 1083
Copying to clipboard, Information Rights Management and, 547
Co-signed signatures, using, 531–532
Co-signing, 15
counter-signing vs., 532
Counters
connection, 961
InfoPath Forms Services performance counters, 960–961t
rate, 959
for tracking templates and documents, 961–962
Counter-signatures, setting up, 532–533
Counter-signing, 15
co-signing vs., 532
Crash recovery, 12
Create a new blank form action, 394
CreateCTP method, 1095, 1100, 1108
CreateCTP parameters, 1097t
Create New Folder dialog, 651
after selecting InfoPath form items, 649, 650
CreateObject method, 471
Create Print Version dialog, 586
CreateToolbar method, 1084
implementation of, 1084, 1085 (listing)
CredentialType values, 946
for user form templates, 931–932
Cross-domain data connections, 711
allowing, 929–930
Cross-domain privileges, 930
CTPFactoryAvailable method, 1095 (listing)
CurrentUser field, 806
Custom (complexType) data type, 99, 99t
Custom Control Added wizard page, 1047
building with ActiveX technologies, 1037–1072
InfoPath 2003 SP1 and support for, 14
InfoPath support for, 438, 439
Custom dialog with buttons, showing, 805
Customers and Orders SqlDataAdapter objects, creating typed dataset from, 304
Customers and Orders tables, adding a relationship to, in the dataset, 305
Customers and Orders Web service, example, 302–307
Customers data, displaying, 271
CustomersOrders sample, 270
Customers parent table, Orders child table added to, 262
Customers secondary data source, 268, 268
Customers table, 375
in Northwind database, 258
structure of, for MOI Consulting firm, 369t
Custom exporter, in Export Wizard, 1131
Custom form code, 18
“Custom Input Scopes with Regular Expression,” 198
Customizations (advanced), 204–212
customizing commands, 210–212
editing default values, 204–208
Customize Commands buttons, 181, 210, 210
Customizing
aspects of Microsoft UpDown Control, 1048
code snippets, 860
data source, 116
Document Properties view, 974
e-mail support for a form template, 660–662
existing template parts, 452–454
layout, 39
layout tables, 37
merge behavior in design mode, 564–569, 571, 573–576, 578–579
new bindings, 142–144
properties of ActiveX controls, 1047–1048
sample form templates, 28
submit functionality, 285
toolbar buttons for a browser-enabled form template, 872, 872
Travel Request Approval workflow, 638, 638
view properties, 75–76
workflow, 637
Customizing Expense Report sample form template, 658–660
Customizing Ribbon, 834
Custom merge XSL (advanced), 580–586
InfoPath used in creation of, 580–582
writing own merge XSL, 580, 582–586
Custom patterns, 228–229
Custom permission option button, 542
Custom submits
defining, 337
with form code, 383–384
with rules, 384–388
Custom task pane factory object, 1095
Custom task pane HTML, 817
CustomTaskPaneInterop sample form, filling out, 787
CustomTaskPaneInterop sample form template, 786
CustomTaskPane methods, properties, and events, 1098–1099t
CustomTaskPane object, 1097, 1098
Custom task panes, 783–790, 834, 1093–1104
add-ins and support for, 23
addition of, to forms, 784
advantages with, over existing HTML task panes in InfoPath, 1093
calling form script from, 789 (listing)
communicating between COM add-in and ActiveX control, 1100–1104
context-sensitive help in, 816–822, 824–831
creating, 1093–1100
InfoPath 2007 support for, 1073
navigation and pane visibility, 817
script and, 782–790
setting a value in Form’s data source from, 787 (listing)
simulating in browser, 882–883
writing, using VSTO 2005 SE, 1105–1106
Custom Task Pane sample, building, 1104
CustomTaskPanes data member, 1107
Cut button
enabling/disabling, 1000
D
Data, 7
controls fit to, 353
how it changes, 744–745
performance and large amounts of, 264
retrieval of, from external sources, 241–296
sorting and filtering, 272
working with, 85–154
Data adapters, 244
role of, 241
Database connection
Data Connection Wizard for, 258, 259
submitting data with form template based on, 342–344
Database data types, unsupported, for submit, 343t
Database option, in Design a Form Template dialog, 245
forms created from, 30t
integrating database connection into form template, 268–271
setting up connections to, 257–267
submitting forms to, 336, 341–344
ubiquity of, 256
Database tables, nested, 270, 270
advanced, 137–151
creating data source automatically, 86–88, 91–92
understanding, 138–139
understanding data source details, 93–94
DataBind method, 1021
Data connection authentication, server and, 943–948
Data Connection dialog, after finishing the XML file Data Connection Wizard, 252
Data connection files, retrieval of, from centrally managed connection library, 942–943
Data connection library(ies), 711–714, 930
converting to, 938–939
domain trust form templates and, 461
domain trust user form template and use of, 929
optionally deleting .udcx file from, 941
security and, 713–714
Data connections, 242–246, 929–950
administration settings, 931–932
authentication considerations, 943–948
authentication to data sources, 935–936
in browser-based form templates, 710–714
centrally managed connection library, 936–943
conceptual understanding of, 242–243
creating, 245–246
e-mail, 948–950
embedded SQL authentication, 934–935
extended features of, 297–325
HTTP, 934
issues with, when inserting multiple instances of same template part, 446
mobile forms and, 725
need for, 242
performance tips, 956
response size, 933
security notices and, 255
security prompt with, 290
template parts and replacement of, 447
timeouts, 933
types of, and their commonly used properties and methods, 823t
unused, deleting, 380
updating template parts and, 451
various types of, 244
DataConnections collection, 822
Data Connections dialog, 711
screening for potential data exchange beyond server realm, 903
SubmitToHost and, 1030–1031
Data Connection Wizard, 342, 344
added Customers and Orders tables shown in, 262
choosing submit connection in, 1031
configuring attachment options for submitting via e-mail, 340
for database connection, 258, 259
Data Connection dialog after finishing XML file, 252
final page of, for XML file, 251
first page of, for setting properties of e-mail when users submit form, 338
paying attention to last page of, 343
specifying how form works with Web service, 346
on a submit-only main connection, 347
Data Entry Pattern dialog, 228, 228
Data features, examples of, 742
Data field labels, 58
dataFields group
within data source, 342
student sign-in form and, 347
Data flow, for FormUtilities add-on, 1079, 1080
Data formatting, settings for, 352
Data-heavy features, performance tips, 954–956
Data importer
print settings supplied to, 1144t
registering, 1142
Data importer framework, 1142–1143, 1148
Data integrity, 508
Data loss, changing field or group names and, 95
Data requirements
controls and, 43
defining, 31
for employment application form, 44
for MOI Consulting employment application, 32t
DataSet, Web service code for return of, 306 (listing)
Data set data, submitting, 301
Dataset form
filling out, 375–377
filling out with default data, 375
DataSet form data, submitting, 369
DataSet object, setting up parameter mapping for, 372
DataSet object data, Web service code for getting and setting, 370 (listing)
DataSet objects, 300
types of, 301
Datasets
form templates designed with, 370–374
support for only one at a time, 373
Dataset serialization, 373
Dataset structure, data source representative of, 373
Data source, 26
for address block template part, 432, 433
automatic creation of, 86–88, 91–92
binding control to, 138–139
binding mechanics behind, 744
binding values from ActiveX control to data in, 1042
clicking on control in the view to select bound control in, 87
creation of, from XML document, 136
disambiguation of, by use of Edit Settings dialog, 130
for Document content type, 973, 974
for expense report example, 161
meanings related to, 94
namespaces in, 135–137
organizing for MOI Consulting request form, 798–801
sample, for Master/Detail example, 199–200, 200
saving user name value in, 881
shaping and customizing, 116
signature groups in, 525
sorting participants by LastName in, 772 (listing)
for status report form template, 561, 561–562
understanding details about, 93–94
DataSource collection, 822
Data source details, 108–110
showing, 106
Data source enhancements, InfoPath 2003 SP1 and support for, 14
Data source events, 877–878
custom task pane and sinking of, 784
generating visual notifications for, 776 (listing)
Data source field and group properties, 95–110
cannot be blank property, 101–102
optional field vs., 105–106
data source details, 108–110
data type property, 98–101
default value property, 106–107
calculated default values, 107
static default values, 106
name property, 95–97
repeating property, 102–105
Data source field details, 748
Data source field or group, warning dialog when changing name of, for published form, 96–97, 97
Data Source link, in Design Tasks task pane, 845
Data source nodes
choosing for binding, 139
extra, manual clean-up of, 91
icons in Data Source task pane for various types of, 87
naming, 92
optional, in XML Schema, 205
types of, 86–87
DataSource object, 822
Data sources
authentication to, 935–936
conceptual understanding of, 242–243
populating list box control with, 317
recursive, 123
secondary, 241
Data Source task pane, 9, 34t, 85, 86, 94, 845
binding template part to node in, 443
in InfoPath 2003, 9
name property and, 95
prefixes in, 135
secondary data source in, 253, 253
Data Source Wizard, list of content types in, 971, 971
Data states, 749–764
Changing event, 749–757
Validating event, 757–764
Data tab, 176–182
diverse properties available with, 182
Data type binding, field or group types and, 1045, 1045t
Data type errors, 100
Data type limitations, Web service with ADO.NET DataSet object and, 343
Data type property, 98–101
Data type validation error, invalid data in field and, 100
Data validation, 6, 11, 18, 19, 118, 222–229, 426, 742
adding to form template, 223–227
description of, 222–223
mobile forms and, 724–725
pattern matching, 227–229
on PreferredDate field, 802
referencing user role in, 880
secondary data sources and, 311–312
specifying a user role in condition for, 630
submitting forms and, 331–334
updating template parts and, 451
Data Validation condition builder, 224, 225
Data Validation dialog, 223, 223, 629
with listing for two conditions to validate total number of guests, 226–227, 227
Data validation errors
full error description for, 226, 226
inline alert for, 225
DataValidation node, detailed view of, 239
Data Validation section, in Logic Inspector dialog, 238
Data View pane, 1093
Date data type, 99t
binding behavior of, 89t
DateTime class, 760
DateTime data type, 99t
DateTime field, 774
DateTime type, 997
Days member, of TimeSpan class, 761
DCL. See Data connection library
DCL connection definitions, unapproved, 937
Deactivation, of user-deployed form templates, 904
Debugging
form code, 740–741
previewing and, 741
Web service project in Visual Studio, 277
Decimal (double) data type, 99t
Declarative data validation, 98
Decorations, XML data and, 773
Default Choice Section
with context menu commands, 170
employment application form after replacement of, 170
Default data
calculated, 86
static, 85–86
Default data connection timeout setting, Maximum setting and, 933
Default data types, for controls, 43
Default formatting styles, setting for controls, 82
Default insert action, target form and, 569
DefaultLCID DWORD value, 1130
Default merge actions, 561, 565
node type and, 560t
Default print settings, Word print views and, 603
Default submit messages, overriding, 394
Default template data, editing, 151–154
Default value calculation button, 107
Default value property, 106–107
calculated default values, 107
static default values, 106
Default values
calculated, 107
editing, 204–208
removal of empty groups and, 572
setting to a user role, 629
static, 106
Default Value section, of Data tab, 180
Default value text box, 154
Default view
MOI Consulting request form code and setting of, 808–810
setting dynamically, 808
Delete method, manually removing errors from Errors collection with, 766
Delete operation, 86
DeleteRange, using, 780
Deleting
unused data connections, 380
Denial-of-service attack, data connections in browser-based form templates and, 710
Deployment
of digitally signed template, 487–493
of installable template, 486–487
of restricted form template, 462, 464–466
security and, 455–552
Description field
fully structured vs. semistructured documents and flexibility in, 93
Description field, in Publishing Wizard, 407
Description string value, LCID key and, 1143
Design
of form template dialog, 27–30
of form templates with VSTO, 836–863
for merging forms, 561–564
partial signatures and changes in, 522
Design a Form dialog, making selections in, 691
Design a Form link, 16
Design a Form Template dialog, 28, 342, 435
creation of main query connection and, 245
opening, 28
with Template Part option selected, 433, 433
VSTO, 839
Design a new category, on Design a Form Template dialog, 29
Design Checker (checker), 691, 693–701, 1018
browser-enabled forms without, 701
browser-enabling a form template, 693–700
controls targeted by the messages in, for MOI feedback form template, 868, 869
designing browser-enabled template parts and, 701
errors and messages in, after making the feedback form template browser- compatible, 695, 696
form template postbacks and, 954
ignoring messages in, 701
in InfoPath 2007, 19
other uses for, 700
refreshing errors and messages in, 697
warning about Checker not being mobile aware, 722
Design Checker item, on Tools menu, 405
Design Checker link, in Design Tasks task pane, 845
Design Checker task pane, 34t, 694, 867
post-import warnings in, 1126, 1127
report warnings in, 1140
shortcut to, 694
showing template parts needing updating, 451, 452
specified warnings listed in, 1141
Verify on Server option on, 872
Designer lockdown, 504–507
globally disable design mode, 505–506
per form template, 504–505
trust and, 499–507
Design form, Scrolling Region control in, 165
Designing layout of form, 34–40
Layout task pane, 34–35, 35, 37–39
after finishing Data Connection for submitting student sign-in data to Web service, 348
changing form files outside of, 423–424
Choice Group control in, 168
customizing merge behavior in, 564–569, 571, 573–576, 578–579, 580
custom task pane not shown in, 784
data connection file creation in, 711
default IRM permissions on form set in, 538
diagnosing problems with Web services (InfoPath) in, 288, 289
disabling, for form template, 504
discouraging and disabling, 455
File Attachment control in, 68
gridlines in, 36
Horizontal Region controls in, 167
Horizontal Repeating Table control in, 61
Hyperlink control in, 158
InfoPath usage in, 27–30
list controls in, 66
master and detail controls in, 63
MOI Consulting morale event scheduler form in, 750, 750
MultipleNotifications sample form in, 775
permissions granted and denied to user given form template in, 539, 539
previewing form in, 48
Print Multiple Views dialog in, 595, 595
Repeating Recursive Section in, 172
Repeating Table control in, 57
resizing controls in, 54
Resources Files menu item on Tools menu in, 27
Section control selected in, 47
seeing data source in, 86
specifying permission during, to apply when form is filled out, 543
template part, 434–435, 437–438
Design once philosophy, 666, 692
form code adherence to, 875
Design surface, 33
Design targets, 434–435
Design Tasks task pane, 435
accessing from anywhere, 39
Controls link in, 41
designing a template part in, 434
Design this Form link, 16
Design-time visual, 47
for new version of AddressBlock template part, 449, 450
Design-time visual icons, over controls to
indicate potential binding issues, 149
Design-time visuals, 10, 65, 149–151
for Master/Detail controls, 201
when they appear on controls, 150
Desktop database engine, 673
destPath parameter, 1136, 1136t, 1137, 1140
Developer tab, enablng, 968
Diagnostic Logging administration page, 925, 926
Diffgram serialization, 374
Digest authentication, 934, 944
Digitally signed data
controlling whether or not to display prompt giving user chance to digitally sign form before submission, 368
dialog giving user chance to digitally sign form before submission, 367
reminder about signing, 367
submitting, 365–368
Digitally signed form templates
deploying, 487–493
digitally signed form data vs., 508
high privileges and, 417
reasoning behind, 493
Digital signatures, 15, 19, 217, 455–456, 507–538, 552
allowing only one signature, 527–531
defining, 507
enabling for specific data in a form, 697
flexibility and, 521
form performance and, 535
MOI Consulting request form code and addition of, 811–816
removing, 518–519
setting up counter-signatures, 532–533
standards, 534
using digitally signed data in forms, 509–526
using independent signatures (co-signing), 531–532
valid, 533
in XML data and Schema, 533–538
Digital Signatures button, 513
Digital Signatures category, browser- compatibility message within, under Form Options dialog, 696
Digital Signatures dialog, 517, 530, 813, 815
tracking who has signed form in, 514
Digital Signatures tab, signed Section controls and settings on, 525–526
Digital signing, selecting certificate to use for, 490, 490
Disabled add-ins, 502
Disabled commands, previewing a form and, 425
Disabled Items dialog, 1114, 1114
Disable InfoPath Designer mode setting, 505, 506
Disabling, of Save and Save As, 330
Disambiguated schemas, 130
DispidEnabled ID, 1063
DispidValue ID, 1063
for Rich Text Box control, 186
of Text Box Properties dialog, 183
Display text vertically checkbox, 188
DLLs. See Dynamically linked libraries
Dockable task panes, 845
Document content type, data source for, 973, 974
Document element, 103
Document Information Panel, 966–977
with Document Properties view, 976, 976
in InfoPath 2007, 24
Word document showing Author property in body of document and, 976, 977
Document Information Panel dialog, 968, 968
Document library(ies), 705–708
adding site content types to, 409, 410
defining policy on, 550
Include data for the active form only option for, 294
permissions on, 548–552
property promotion, versioning, and permissions, 706
Document Library option, 406
choosing to publish to Forms Services via, 679, 679
Document/literal Web services, 288
Document Object Model, 367
Document properties dialog, in Word 2003, 966, 967
Document Properties drop-down menu, 968, 969
Document Properties-Server view, 972, 974
shown in Document Information Panel, 976, 976
DocumentPropertiesTemplate sample, 973
Document Properties view, customized, for editing standard document properties, 974, 975
DOM. See Document Object Model
Domain, defining, 467
Domain forms
identification of, 467
restricted flexibility with, 463
running of, in local machine zone, 478
Domain form templates, as most common type, 469
Domain option, 428
Domain security level, 459, 467–482
Internet zone, 475
local intranet zone, 470–474
local machine zone, 478
moving published domain trust form, 479–481
restricted sites zone, 470
restricting Internet domain forms through the OCT, 476
simulating a publish domain for testing, 481–482
trusted sites zone, 477
Domain simulation, previewing form templates and, 428–429
Domain trust forms, 475
Forms Services and, 461
published, moving, 479–481
Domain trust form templates, 711
Domain trust level, list of any settings or features resulting in form template being at, 484
Do not include the section in the form by default, buttons enabled with, 181–182
Double-clicking, on InfoPath control in VSTO, 851–852, 852t
Drop-Down List Box control, 7, 10, 44, 45t, 53, 59, 446, 1037
binding behavior of, 89t
views and, 952
Drop Down List Box Properties dialog, 318, 319
DSN-less database connection, 257
DSP. See Data Source task pane
Due Date, When data source field promoted as, 411, 413
“Duplicate error” bug, 764
Dynamically linked libraries
COM add-ins compiled in, 1074
registering for WordPrint tool, 597
Dynamic features, 741
Dynamic user names, 619
E
Editable schema, simple, 137 (listing)
Edit Default Values button, 181
in Section Properties dialog, 205
Edit Default Values dialog, 151–152, 152, 204
cutaway of, when Choice exists in data source, 153
Editing. See also Manually editing data source
code with InfoPath, 384
default template data, 151–154
default values, 204–208
demoted properties, 412
standard document properties, customized Document Properties view for, 974, 975
EditingStatus, note on closing, 1025
Edit Settings dialog, disambiguating data source by use of, 130
Edit SQL dialog, Test SQL Statement button in, 266
Edit-time visual, 511
Edit Values dialog, for Optional Section control, 206
Edit XPath button, 512
Electronic forms, 1116
Elements
attributes vs., 118
with fields and groups, 94
layout, 164
as nodes, 94
access paths and opening form templates in, 464
form template deployment to, 413–416
restrictions related to publishing via, 415–416
resulting e-mail in Outlook after finishing Publishing Wizard for, 415, 416
sample command line for configuring, 949 (listing)
sending form template via, 397, 403, 891
submit forms via, 336, 337–341
e-mail addresses, controls for, on employment application form, 44
E-mail Attachments tab, in Form Options dialog, 660, 661
e-mail data connections, 948–950
e-mail forms (InfoPath), workflow with, 643–662
e-mail introduction, configuring, 950
e-mail properties, formulas for, 339
e-mail publishing, in InfoPath 2003 SP1, 16
e-mail settings, errors and failure in setting of, 949
e-mail submit connections, for restricted form templates, 466–467
e-mail submits, disadvantages with, 340–341
EmailSubmit sample, 338
e-mail task, requesting approval of travel request, 639
Embedded images checkbox, 187
Embedded SQL authentication, 934–935
EmployeeInformation group, setting, for repeating and referencing itself, 123
EmployeeInformation repeating group node, Merge Settings dialog for, 573, 573
Employment application form template
after adding standard controls, 46
after replacing the default Choice Section, 170
with cells for first and last names, 37, 38
changing Repeating Section control with job information to a Repeating Table control, 57
with Choice Group control, 170
controls added to, 44
creation of, 30–33
with Optional Section controls, 50
with Repeating Section control, 53, 53
with row for address information, 38, 38
with title added by using Table with Title, 36
Empty groups, removing, 571, 572
EnabledAllPasteButtons method, 1091
Copy button event handler and, 1090 (listing)
building custom controls for InfoPath using ActiveX and implementation of, 1055–1056
stock properties for SimpleInfoPathActiveX control and, 1051
Enable method, 1059
Enable protection checkbox, 505
EnableSessionState property, 1018
EnsureCommandsArray method, 999, 1000 (listing)
Enterprise Client License key, 678
Enterprise features
enabling, 678
Forms Services and, 673
with SharePoint Server, 676, 678
Enterprise Search, 19
Enveloped signature, 534
Environment class, 883
e parameter, OldValue and NewValue from, 777
Eraser, unavailability of, in VSTO, 861
Error cases, multiple rules and, 232
errorCategory element, post-import warnings and, 1141
errorCode parameter, 765
Error dialog
appearance of, when trying to change signed form data, 518
when domain form is not opened from its access path and published template is unavailable, 480, 480
when opening restricted form template attempting to query external data source, 461, 461
Error handling, rules and, 389–391, 390
errorMessage parameter, SubmitToHostEventHandler method and, 1009
errorMode parameter, 765
Error (red “X”) entries, server events and, 920
Error reporting
Validating event and, 757
validation and, 763
Errors. See also Data validation errors
adding those that user never sees, 767 (listing)
capturing, from execution of Web service data connection, 825 (listing)
in Design Checker after making feedback form template browser-compatible, 695, 696, 697
failure to configure e-mail settings and, 949
full trust form template and, 494
MOI Consulting request form code and checking for, 811–816
in navigating to forms, 928
refreshing, in Design Checker, 697
rules and, 234
showing on a button Clicked event, 766 (listing)
adding UserDefined FormError to, 765 (listing)
checking, for reported start or end errors, 763 (listing)
manually removing errors from, 766
Errors.DeleteAll method, manually removing errors from Errors collection with, 766
EventArgs parameter, 1106
Event bubbling, 745–748
querying and, 819–820
EventBubbling sample, 747, 748
showing Site and Sender node names as events bubble up the data source, 745, 746
EventHandler object, new, 998
Event handlers, 742
for loading a form, 1088–1089
mistaken creation of, 853
in .NET vs. in InfoPath, 752
registering, 780–782
Event logs
Forms Services errors in, 920, 921–924t
Windows, 920
definition of, in FormCode.Designer.cs file, 781
Events, sinking, 737
Events property, of ApplicationClass object, 1082
Event Viewer program, running, 920
Example sample data, 154
COM add-ins supported by, 1073
Custom Task Panes added into, 1093
default Document Information Panel in, 966, 968, 970
exporting InfoPath form data to, 12
Mime HTML file opened in, 606
status report data exported to, 608, 608–609
Trust Center dialog and, 499
VSTO package and, 834
Excel Calculation, 672
Excel documents, InfoPath default importers for, 1128
Excel forms, built-in importer for, 1116
Excel Services, 678
Excel workbooks, Import Options dialog for importing, 1122, 1122
Exclamation point, red, meaning of, 149–150
Exec method, hosted form and, 994, 995
ExecuteAction, using to insert an Optional Section control, 828–829 (listing)
ExecuteAction method, of CurrentView object, 827
ExecuteCommand method, hosted form and, 992, 993 (listing), 996
Execute overrides, benefits of, 825
Executive approval, counter-signatures and, 532
Expense report example, data source for, 161
Expense report form
Expression Box control and, 161
during preview, 163
Expense Report sample form template, customizing, 658–660
Expense Reports InfoPath form folder, 658, 659
Expiration, setting, 314
explicit credentials, UDC file and use of, 946
Exporters
process flow, 1133
registering, 1129–1131
registry key structure for, 1129, 1129
steps in creation of, 1128
understanding construction of form template and, 1140
Export Forms to Excel menu item, on InfoPath actions context menu in Outlook 2007, 660
Exporting forms, 605–612
choosing forms from which to export data, 607, 608
choosing type of data to export, 607, 607
InfoPath e-mail forms, 657–660
selecting data to export, 610, 610
Export method, parameters for, 1136, 1136t
Export to Excel Wizard, after choosing to export only the data from a specific table, 609, 609
Export To menu item, expanded, 606, 606
accessing, 1130–1131
custom exporter shown in, 1131
Expression, of qualifier, 217
Expression Box controls, 7, 158–163, 972
binding behavior of, 90t
changing to Vertical Label control, 188
data fit to, 353
finding XPath of node and, 777
Extensible Stylesheet Language Transformations, 6
External data sources
error dialog for failed connection to, 315
examples of, 241
relationships between forms and, 243, 243
External sources, data retrieved from, 241–296
External URL mappings, 928
Extracted source files, templates saved as, 421–424
F
Failed compilation, 740
False Boolean value, form submits and, 350, 351
Farm install, SQL Server required for, 674
Farms
entire, quiescing, 915–916
joining, 675
quiescing, 918–919
quiescing time for, 916
SharePoint database configuration settings for, 675, 675
Farm topology, determining, 672
Faux message box
clicking OK button on the View with, 879 (listing)
showing in browser, 879 (listing)
Favorites link, 16
fibonacci-cmcl sample form template, 938
Fibonacci data connection, 941
Fibonacci form template, 937
Fib Web service method, 937
Field (attribute), 94
Field (element), 94
Field (element with custom data type) type, implementing control that binds to, 1050
Field names
changing, 95
dialog warning about data loss and, 177
Data tab and, 176
Field node type, merge customizations available for, 570t
Field option, Specify Data Type Options page with, 1045, 1046
Field or Group Properties dialog, 176
after specifying a custom merge XSL in the manifest, 581, 582
Rules and Merge tab on, 566
updating node names and, 92
changing, 744
in Data Source task pane, 9
data type property and, 98
groups and, 143–144
InfoPath submit behaviors for, projected over Include setting, 361, 362
of qualifier, 217
representation of, in data source, 87
File and Picture controls, 67
File Attachment control, 12, 14, 52, 68–70, 169, 827, 1020
binding behavior of, 90t
commands, 69
in design mode, 68
for filling out a form, 68
growing session size and, 911
performance tips, 954–955
with résumé file attached, 69, 69
File attachment data, increase in maximum session size and, 912
File attachments, large, adding to form, 71
File name, form name vs., 896
File name box, in Upload Data Connection File page, 939, 940
File server, local intranet forms and, 471
FileSystemObject, 473
File system path, opening SharePoint site with use of, 1014, 1014
Filling out a form
control behavior, structural selection and, 51–52
File Attachment control for, 68, 68–69
list controls for, 66
Master/Detail control and, 63–65
Master/Detail control in application review form and, 64
Multiple-Selection List Box control for, 67
Picture control for, 72
secondary data sources and, 310–312
on a SharePoint page, 928–929
in Web browsers, 665
Fill out a form category, on Design a Form Template dialog, 29
Fill out a Form dialog, in InfoPath 2003 SP1, 16, 17
Filter Data button, 628
Filtering
of data based on user roles, 626–629
List Box items, 323–324
survey responses, 656–657
Filters, 298
specification of, to show only grocery items from a selected category, 324
user roles in, 621
Filter Web Parts, 678
Find and Replace dialog, 854
Find button, code for Click event handler and, 995
find command, hosted form and, 995
FindControl method, 1087
Find feature, from Visual Studio, 855
FindReplaceFindNext command, hosted form and, 995, 996
Firefox, Forms Services and, 690
FireOnChanged method, 1058, 1069 (listing)
FireTaskPaneReady method, code for, 1103 (listing)
Folder properties dialog, after clicking on InfoPath Forms tab, 651, 651
Font, for SimpleInfoPathActiveX control, 1051, 1052
FoodPreferenceSurvey form, 649
sending to a list of e-mail recipients, 647
Food survey form template, 646, 646
Footer button, 589
Footers
for printed reports, 589–591
repeating field inserted into, 590
team status report with, 591, 591
Formative evaluation, 273
Format menu
Apply Font to All Controls selected from, 81
Borders and Shading dialog accessed from, 36
Format Painter, 79–80
in InfoPath 2003 Service Pack 1 (SP1), 12, 13
Format Painter cursor, 80
Formatting
advanced, 76–82
conditional, 215–222
control, 78–79
multiple controls, 80–82
FormCode.cs, 838
FormCode.Designer.cs, 838
EventManager object defined in, 781
FormCode.Designer.xml, 838
FormCode files, 838
Form code (MOI Consulting request form)
adding, 803–831
checking for errors and adding digital signature, 811–816
context-sensitive Help in custom task pane, 816–822, 824–831
form to be filled out in one sitting, 806, 808
naming your nodes and buttons, 803–805
showing a custom dialog with buttons, 805
showing read-only properties from OM, 805–806
“start over” feature and setting a default view, 808–811
Form code permission, CAS and, 497
accounting for performance in, 831
after upgrading to InfoPath 2007 OM version, 735t
compatibility of, with Forms Services, 884–885
custom submit with, 383–384
debugging, 740–741
design once philosophy and, 875
execution of, in browser, 876–877
hooking up events in, 735
InfoPath 2003 Service Pack 1 with, 842
performance tips, 953
querying via a rule instead of, 818
referencing user role in, 880
separation of, into partial classes, 781
upgrading from InfoPath 2003, 842
Form conflicts, 466
methods available in, 981–983t
FormControlCommandIds class, CommandIds enumeration in, 994
FormControl control, 1015
Visual Studio Toolbox after addition of, 980, 980
XmlFormView control vs., 1012
Form Control methods, in InfoPath, 981–983t
Form creators, as owners, 544
Form data
digitally signing, 511–520
importing, 1142–1148
partially signing, 521–526
proper refreshing of, 684
saving, 429
searching, 875
submitting, 327–395
FormDataTaskPaneActiveX, 1101
FormDataTaskPaneActiveX.dll, 1100
FormDataTaskPaneAddIn, 1094
FormDataTaskPane namespace, 1100
FormDataTaskPane sample, 1094
Form Data Viewer COM add-in, 1111
Form Data View task pane, 1094, 1095
Form definition file, 27
Form deployment, advanced, 904
Form design
Design a Form Template dialog and, 28–29
starting points for, 30t
Form Error dialog, 403
FormError object, 813
Form errors, 765–767
dialog for clear presentation of, 811, 811–812
types of, 765
FormErrorsCollection object, 813
FormErrorType enumeration, 765
testing by yourself, 743
FormEvents_Loading method, 739
FormEvents sample, 743
FormEvents_Submit method, 829
Form filling, security and, 461
Form-filling sessions
new and existing, three quiesce states for, 915t
proper closure of, 687
Form ID
Form Properties dialog for setting, 460, 460
publishing via e-mail and, 416
security designed into form templates and, 459
Form importer framework, 29
Form importers, 1115
built-in, 1116–1127
application version requirements for, 1117
third parties and creation of, 29
Form library(ies), 705–706
behavior of, after form is closed, 708
property promotion, versioning, and permissions, 706
on SharePoint, 409
specific creation of, for templates, 405
Form loading
event handlers for, 1088–1089
validation and, 763
Form load latency, 955
Form name
e-mail deployment and, 414
file name vs., 896
in Site Collection Features list, 898
“Form-only” features, accessing, 330
“Form-only” model, disabling save and, 329–331
Form options
settings for enabling/disabling certain features for users, such as ability to save a form, 330
Form Options dialog, 513, 611, 626, 662
Browser category in, 872
browser-compatibility message within Digital Signatures category under, 696
Compatibility category in, 694, 695
configuring toolbars for browser-enabled form template filled out in browser, 684, 685
E-mail Attachments tab in, 660, 661
Enable digital signatures for specific data in the form option in, 697
Open and Save tab of, 611, 612, 622, 622
Programming category in, 732, 732, 784
screening all categories under, 902
Security and Trust category in, 468
Security and Trust tab of, 485
setting up custom task pane in, 784, 785
from Tools menu, 684
Form performance, digital signatures and, 535
Form Permission task pane, 545, 545, 548
Form postbacks, reduction of, 953–954
Form Properties dialog for setting form ID, 460, 460
Form Registration Tool, 417
Forms. See also Browser forms; Domain forms; Filling out a form; Submitting forms
accessible, designing, 874
browser-enabled, print views in, 603–605
classifications of, 1116
with code, filling out and debugging, 738–740
controlling permissions to, 547–548
controls inserted into, 41, 43
creating in mobile browser, 722
custom task pane added to, 784
defined, 4
defining IRM permission on, 540
determining user’s role when filling out, 620–621
digitally signed data used in, 509–526
errors navigating to, 928
full use of, without Internet connection, 312
importing into InfoPath 2007, 1119–1124
Information Rights Management applied to, 538
inserting large file attachments and pictures to, 71
layout design for, 34–40
local intranet, 471
merging, 554–586
multiple records displayed in, 265
opening in browser, 683
partial signatures and design of, 522–526
permissions on, 542–548
permission with document libraries and, 548–552
previewing in VSTO, 863
relationships between external data sources and, 243, 243
source, 559
submitting to host, 1007–1010
target, 559
viewing all signatures on, 532
watching for bugs that circumvent validation in, 756
writing code behind, 730–741
Forms dialog, digital Signatures category in, 509, 509
FormServer.aspx page, 928
FormServerTemplates library, 896, 897
Form session, refreshing and going back to, 718
Form session state setting, maximum size of, 911–912
Forms on Office Online link, 16
Forms Server 2007, 953
Forms Services vs., 673
installing, 673–675
Forms Services, 413, 461, 665–726, 678. See also Advanced Forms Services
administration links to, 893, 893
administrative deployment to, 892–901
best practices for, 951
browser-based form control based on, 1011
browser-enabled forms in, 603
category names for, 920
configurations for filling out a form supported by, 715–716
configuring, 671, 675–677, 906, 906–907
controls supported in, 688t
data connection authentication and, 943
data connections synchronously executed by, 956
description of, 669–671
determining availability of, on server, 677
form code compatibility with, 884–885
full list of stadm.exe commands specific to, 899t
global administrative data connection settings for, 931, 932
host OM properties unavailable from, 1035
installation prerequisites, 672
installing, 671–675
integration of, with SharePoint Server 2007, 668, 669, 885, 888, 925–929
lack of support for Changing event in, 749
matrix of browsers supported for use with, 690, 691
mimicking default rendering page for, 1015
object model classes, events, properties and methods not implemented by, 886–887t
passing NTLM credentials for data connections with, 944, 944
publishing form template to, 678–681
publishing VSTO form templates to, 841
quiescing and, 912
session state and, 683, 908–909
SharePoint permissions and how they apply to, 707t
status report form filled out in browser with, 667
supported Web browsers, 690
upgrading to, 677
URL parameters automatically passed to form template in, 1021
FormsServices admin object, 916
Forms Services Admin tool, authored by admin object model, 900, 901
Forms Services errors, in Windows event log, 920, 921–924t
Forms Services features sets, commonality of InfoPath feature sets and, 692, 692
Forms Services form session state, configuring, 957, 957
Forms Services site
flowchart for determining whether form publishes to SharePoint server or, 404
publishing form template to, 404–409
specifying server location for publishing to, 406
uploading to, 397
Forms Services toolbar, Print View button on, 604, 604
FormState object, 908
exposing, by wrapping it as a property, 754
initializing, 753
for persist session data, 810
Form template code, 731
Form Template Conflict prompt, 464, 464
Form template definition .xsf file, buttons in, 151
Form template deployment
in InfoPath 2003 SP1, 16
performance tips, 951–952
Form template designers, permissions and, 458
Form template dialog, designing, 27–30
Form template files
cached, 424
design mode lock and, 424
FormTemplate object, administration OM on, specific to quiescing, 918t
Form template resource files, XML data included in, 250
Form templates, 458
activating on Site Collection Features page, 898, 898
activating to site collection, 895
associating previewed forms with, 430
beginning design for, in VSTO, 837–842
best submit methods for, 335–337
browser-enabling, 693–700
changing number of, 29
code added to, 737–738
code-signing certificates for signing, 490
configuration of, for offline mode queries, 313
configuring digital signatures for, 509, 509
configuring security and trust settings for, 459, 459
creating Visual Studio templates from, 856
customizing e-mail support for, 660–662
custom widths for, 76
database connections integrated into, 268–271
data validation added to, 223–227
deactivation of, before removal of, 904
defined, 4
defining IRM permission on, 540
description of, 26–27
designing, 669
with a dataset, 370–374
entirely in Visual Studio, 835
with VSTO, 836–863
dialog about verifying credentials when opening, 541, 541
digital signing of, 493
domain trust and features in, 484
enabling for backward compatibility, 700
existing with code, in VSTO, 841–842
exporting, 611
external data source and design of, 245
extracting XML Schema from, 102
gracefully upgrading, 680
hiding, 952
installable, 417–420
location for publishing tip for, 401
for Logic Inspector sample, 236, 236
lookups and opening of, 479
managed code control added to, 1065–1066
managing, 904–905
moving by republishing, 481
new blank, creation of, 30–33
new or existing, creating new Visual Studio project for, 839–840
opening existing forms, 28
permissions on, 539–542
previewing, 424–429
primary key field in, 376
programming options, which are saved as defaults for, 736, 736
publishing, 11
for administrator approval, 889–891, 890, 941–942
equivalence, 891
to Forms Services, 678–681
quiescing, 913–915
time for, 916
upgrading of and, 916–917
requirements definitions and design of, 31
resource files added to, 858
restricted, 460
restricted permission for user during design of, 541, 541
restrictions on defining permissions on, 540
saving
as extracted source files, 421–424
with managed code, 735
publishing with InfoPath and, 398–420
screening for approval, 902–903
secondary data source binding and design of, 307–309
secondary query connection created for, 245–246, 246
security designed into, 459–460
seeing form files in, 421
submitting data with those based on database connection, 342–344
template parts inserted into, 442–447
testing, 48
with artificial domains, 482
tracking CMCL references in, 940
two different object models available for writing code behind, 742
understanding, 1137–1140
uploading to server, 893–895
user roles used in, 621
verification of, 902
VSTO environment during design of, 843, 843
FormTemplates collection, 901
Form template size, processing time and, 419
FormTemplates library, 904
Form template target, 435
Formula edit box, 629
Formulas, for e-mail properties, 339
FormUtilities add-on, data flow for, 1079, 1080
Form Utilities COM add-in, 1111
FormUtilities sample project, 1077
Form Utilities toolbar, 1083, 1084, 1091
FormVersion attribute field, 800, 806
Form view state, performance tips, 956–957
Forward slash, enabling signatures for specific data in a form and use of, 697
Fragment commands, 210
Friendly labels, 119
Friendly names
in Set of Signable Data dialog, 524
FrontPage, COM add-ins supported by, 1073
Full Rich text checkbox, 187
Full trust forms
previewing, 792
restricted flexibility with, 463
restricting, 495–498
Full trust form templates, 417, 480, 902
cross-domain connections and, 929, 930
designing, 485–486
errors with, 494
error that occurs when opening template that is neither digitally signed nor installed, 494, 494
Save and SaveAs and, 831
Full trust security level, 459, 484–498
deploying digitally signed template, 487–493
deploying installable template, 486–487
full trust form template errors, 494
restricting full trust forms, 495–498
Fully quiesced form templates, 915, 915
Fully structured documents, 93
Function drop-down list box, 411, 412
Fx button, 158
G
GAC. See Global assembly cache
General tab, in Properties dialog for Microsoft UpDown Control, 1048
Generic node names, renaming, 799
Genre field, 93
GetButton method, 1088
function of, 1087
implementation of, 1086, 1087 (listing)
GetCurrentToolbar method, 1086, 1087
implementation of, 1084, 1085 (listing)
GetDataConnectionFile.aspx Web page, case-insensitive parameters accepted by, 942–943
get-documentElement function, using, 585 (listing)
GetInterfaceSafetyOptions method, 1065
GetRoleForUser method, 881, 882
GetSavedItems method
Web service response from running of, 280
Web service sample, 275, 276, 277t, 279, 282, 286
GetSubAreas.cs sample, 820
GetSubAreas sample file, 800
GetSubAreas secondary data source, 821
querying, 821
GetSubAreas Web service, 792
GetTile Web service method, designing TerraServer form with, 290
Getting Started dialog, 27, 494, 655, 1119
with form templates in InfoPath cache, 465, 465
get_Value method, 1057, 1058, 1060
Global assembly cache, 498, 1061
Globally disable design mode, 505–507
Global script, using body onload event instead of, 1035
Go to Next Error feature, 758
Grab handles, for resizing controls, 78
Graceful upgrades, of form templates, 680
Gridlines, 36
Grocery items, in XML file to populate a data connection, 317 (listing)
GroceryItemsData sample, 317
Grocery list form
creating, 208
filling out
after adding note-taking feature, 322, 322
with category filters, 325
when items are retrieved from a data connection, 320
note-taking capability added to, 322, 322
Grocery list form template, 318
Grocery shopping list
filling out, 209
three sections of, in Repeating Section Properties dialog, 209
GroceryShoppingList sample, 208, 317
GroupBox control, IP insurance application after addition of, 984, 984
Group names
changing, 95
selecting, for a role, 618–619
Group names checkbox, 618
Group nodes, binding template part to data in form template and, 443, 445
Group node type, merge customizations available for, 570t
changing, 744
in Data Source task pane, 9
as elements, 94
fields and, 143–144
InfoPath submit behaviors for, projected over Include setting, 361, 362
GuidAttribute attribute, 1078
H
Hackers
globally disable design mode and, 506, 507
postbacks per form session state setting and, 910
Handwriting, improving recognition of, 195
Hard-coded credentials, in UDC file, 945, 946
Hard-coded passwords, 752
Header button, 589
Header format dialog, 589–590, 590, 591
after adding Team field and date, 591
Header information, team status report with, 591, 591
Header rows, choosing number of, in Change to Repeating Table dialog, 1125, 1126
Headers
for printed reports, 589–591
repeating field inserted into, 590
Health monitoring, server and, 962–963
Hello, world! message box, 879, 879
HelloWorld: FilePath method, Web service sample, 275, 277t, 278
HelloWorld definition, in Web service WSDL, 279 (listing)
HelloWorld method, Web service sample and, 275
Helpdesk request, submitting, dialog prompt in which user must click Send for, 341
Hide Gridlines button, in Tables toolbar, 36
High-level summary, in employment application form, 31
HKEY_CLASSES_ROOT, CLSID key added under, 1066
Horizontal Region control, 972, 1147
binding behavior of, 90t
in design mode, 167
in InfoPath 2007 Controls task pane, 22
Horizontal Region layout element, 164, 166–167
Horizontal Repeating Table control, 60–61
binding behavior of, 89t
in design mode, 61
filling out a form and, 62
in InfoPath 2007 Controls task pane, 22
HostClassLibrary, 1004
HostClassLibrary.dll, 1006
Hosting, 856
Hosting environment
as destination, Submit Options dialog with, 1008, 1008
submitting to, 391–392, 1007–1010
Hosting InfoPath, 965–1036
creating InfoPath host application, 977–980, 984–1010
Document Information Panel, 966–977
hosting InfoPath control in a Web browser, 1011–1016, 1018–1025, 1027–1035
hosting scenarios, 966
Host page
handling multiple SubmitToHost form connections in, 1031 (listing)
running arbitrary script in, 1034
Host property, using, 1004–1007
HostUtilities class, 1005 (listing), 1006
“How to Use the ADO SHAPE Command,” 267
HTML, custom task pane, 817
HTMLDocument object, 788
HTTP
data connections, 934
making connection files available through, 942
Submit Options dialog for Web server submit via, 381
submitting form to Web server via, 380–383
HTTPS, secure submit with, 383
HTTP status codes, submit and, 351
Hung upload, recovering from, 895
Hybrid controls, 88
Hyperlink control, 7, 88, 156–158
binding behavior of, 90t
in design mode, 158
Hyperlink data type, 99t
Hyperlinks, 156
Hyperlink sample file, 88
Hyphens, XML, naming nodes and, 105
I
Icons
changing, template parts and, 448
in Data Source task pane for various types of data source nodes, 87
InfoPath controls ad, 846
InfoPath e-mail item, 652
missing, in toolbars, 1020
IConversionManager interface, methods of, 1134t
IConversionManager2 interface, method of, 1134t
ICTPFactory object, 1095
IDictionary interface, 753
IDispatch property type, 1056
Idle event, setting up event handler for, 997
Idle state, updating toolbar buttons during, 997–1000
IDTExtensibility2 interface, 1075–1076, 1078, 1113
methods of, 1075t
ID values, giving to all Button controls, in Button Properties dialog, 803–805
IE. See Internet Explorer
#if/#endif compiler directive statements, 734
IFormDataTPActiveXCtl interface, 1101
IFormDataViewAddIn interface, 1102 (listing)
accessing, 1103 (listing)
IFormTemplateConverter, InfoPath 2007 support for backward compatibility and, 1131
IFormTemplateConverter2 interface
implementing, 1131–1135
methods of, 1133t
IHostUtilities interface, 1004, 1005, 1006
IInfoPathDataImporter interface
importing form data and, 1143–1148
methods of, 1144t
IInfoPathEditor interface, 990
IInfoPathMaskedTextBox interface, creating, 1062, 1063 (listing)
IInfoPathMaskedTextBox interface methods, implementation of, 1063 (listing)
IInfoPathViewControl interface
properties of, 1147t
querying controls for, 1146
IInitEventHandler interface, 1001
IIS. See Internet Information Services
Immediate debug window, running any code on-the-fly in, 764
Impersonation, previewing as user role and, 428
Imported forms, fixing, 1125–1126
Importer/exporter object, simple, class declaration for, 1132 (listing)
ImportErrors.xml file, 1141
for MOI Consulting expense report form, 1140, 1141 (listing)
ImportErrors.xml file, 1140
Importers
process flow, 1133
registering, 1129–1131
registry key structure for, 1129, 1129
steps in creation of, 1128
understanding construction of form template and, 1138–1140
Import/export framework, 1115
Import Form Data dialog, 1143, 1143
Importing
locked open files and, 1121
post-import warnings and, 1126–1127
Importing form data, 1142–1148
data importer framework, 1142–1143
IInfoPathDataImporter interface, 1143–1148
Import link, on Design a Form Template dialog, 29
sample implementation of, 1146 (listing)
signature for, 1144
Import Options dialog
for importing Excel workbooks, 1122, 1122
for importing Word documents, 1121, 1121
#import statement, 1102
Import Wizard, 1132
Import Wizard page
for selecting file to import, 1119, 1120
for selecting importer to use, 1120
Improvement plans, 278
Inactive add-ins, 502
Include data for the active form only option, for document libraries, 294
Include setting, InfoPath submit behaviors for fields and groups projected over, 361, 362
Incoming alternate access mappings, 928
Independent properties, changing/resetting of, after rebinding, 141t
Independent signatures (co-signing), using, 531–532
Indeterminate state, 331
Industry-defined schemas, 128
Infinite change loops, 777
Info group, 522
InfoPatch, global cached queries setting in CK spell for main, 314, 315
InfoPath. See also Hosting InfoPath
ActiveX controls and building custom controls for, 1049–1072
advantages with, 11
advantages with Custom Task Panes over existing HTML task panes in, 1093
bringing into Visual Studio, 835–836
building
ActiveX control for, with use of C#, 1061–1072
COM add-in for, 1076–1092
XML tree structure in Word to match structure of data source in, 599
classes of code supported by, 729
closing before beginning or repairing VSTO installation, 836
COM add-ins supported by, 1073
custom merge XSL created in, 580–582
Custom Task Panes added into, 1093
default merge functionality in, 559
description of, 3–4
editing code with, 384
event handlers in .NET vs., 752
formatting options with, and those in Word, 77
form events exposed by, 743t
form template always designed for, 692
form templates in, 26–27
installing as an administrator, 457
interfaces and properties that controls should implement to work well in, 1050t
managing add-ins in, 1111–1114
merging forms in, 555–560
Office Configuration Tool security settings for, 477
passing NTLM credentials for data connections with, 944, 944
preview feature and, 425
programming paradigm, 742
Resource Files dialog in, 858, 858
saving and publishing form templates with, 398–420
searching for Web services by using UDDI in, 300
security and, 455
summary thoughts on use of .NET controls in, 1071–1072
TerraServer Web service used in, 289–290
two-dimensional flow layout in, 798
two modes for running of, 25
using in design mode, 4
using Web service data connection in, 273
value to, 5
VSTA bundled with, 834
Web service compatibility with, 288–289
InfoPath actions context menu, 659, 659
InfoPath.ApplicationClass, 1107
InfoPathChart control, implementing control that binds to XML subtree and, 1050–1051
InfoPath client, detecting, 883–884
InfoPathControl interface, 1071
building custom controls for InfoPath using ActiveX and implementation of, 1058–1061
implementing, 1069–1070
InfoPathControl interface methods, 1059, 1059t
InfoPathControlLibrary project, 1066
InfoPathControl methods, 1070 (listing)
InfoPath controls
as icons, 846
XML Schema created “behind” data source in XSD file and, 111–115t
InfoPath data connection
converting to use a server-defined data connection file, 711, 712
My Data Sources connection vs., 260
InfoPath design mode, data types available in, and their value ranges, 99t
InfoPath e-mail forms, 22, 614
creating rules for, 648–650
customizing e-mail support for a form template, 660–662
designing and using, 644–648
disabling for InfoPath 2003-compatible forms, 662
disabling in Outlook 2007, 643
filling out, 652–656, 653, 654
merging and exporting, 657–660
in Outlook reading pane, 653, 653
replying to, without opening, 655
restrictions of those published to e-mail recipients, 645
sending to other e-mail applications, 644
sorting, grouping, and filtering responses, 656–657
storing received forms in Outlook folders, 650–652
submitting, in Submit dialog, 654, 654
using sample form template as, 658
workflow with, 643–662
INFOPATH.EXE program, in OFFICE12 installation directory, 495
infopath.exe program, preview feature and, 425
InfoPath feature sets, commonality of Forms Services features sets and, 692, 692
InfoPath form code, writing in host page with use of XmlFormView, 1025, 1027–1028
InfoPath form control, hosting in Web browser, 1011–1035
InfoPath Form Control methods, 981–983t
InfoPath form design, basics of, 25–83
InfoPath form folder, 644
InfoPath forms, filling out, in the browser, 666–668
InfoPath Forms Services, 17
success of, 18–19
InfoPath Forms Services pack, 963
InfoPath Forms Services performance counters, list of, 960–961t
InfoPath Forms Services performance object
installing, 958
server-side performance and, 959
InfoPath form template cache, 480
InfoPath Form Template folder, 854
InfoPathFormTemplate1 folder, files within, 838
InfoPath Form Templates code group, 472
InfoPath host application
creating, in .NET, 979–980, 984–990
handling events from the form, 1001–1004
host to InfoPath communication, 990–1000
submitting a form to the host, 1007–1010
using Host property, 1004–1007
InfoPath import/export framework, 1128–1140
implementing IFormTemplateConverter2 interface, 1131–1135
importing and exporting, 1135–1137
registering your importer/exporter, 1129–1131
understanding form templates, 1137–1140
InfoPath interfaces, location for defining of, 1060
InfoPathManagedObjectModel symbol, 734
InfoPathMaskedTextBox class, 1064
after addition of COM Interop attributes, 1062 (listing)
InfoPathMaskedTextBox class definition, 1069 (listing)
InfoPathMaskedTextBox control, installation of, 1066
“InfoPath Restricted,” as not “Internet Explorer Restricted,” 470
InfoPath schema inference, 126
InfoPath settings, limited, on VSTO Options dialog, 863–863
InfoPath Team Blog, 429
InfoPath 2003, 7–12
C# form code before upgrading the OM version, 734t
controls task pane in, 8
Data Source task pane in, 9
opening version 2007 form templates with, 716
pulling external data into, 10
upgrading code from form template compatible with, 733
upgrading form code from, 842
Visual Studio 2005 support for, 835
InfoPath 2007, 17–24
application version requirements for built- in form importers in, 1117
building reusable components with, 431
built-in form importers in, 1116–1127
controls and their binding behaviors, 89–91t
custom task panes supported by, 1073
default importers for Excel and Word documents in, 1128
importing form into, 1119–1124
Information Rights Management with, 538
managed code and, 731
richness of, 665
sample form templates with, 28
saving forms during preview in, 429
Visual Studio 2005 support for, 835
Visual Studio Tools for, 833–863
InfoPath 2007 form template, opening with InfoPath 2003, 716
InfoPath 2003 Service Pack 1 (SP1), 12–16
controls added in, 14
with form code, 842
release of, 12
InfoPath 2003 Toolkit for Visual Studio, 835
InfoPath 2007 VSTA, 842
InfoPath Web service, connection timeouts, 360
InfoPath Web services, 280–287
Information Rights Management, 456, 538–552
direct mapping of SharePoint permissions to, 552t
enabling, on SharePoint Central Administration site, 549, 549
in InfoPath 2007, 23
note on not using as security feature, 538
permission(s)
with document libraries, 548–552
on forms, 542–548
on form templates, 539–542
mapping default SharePoint roles to, 551t
policy, 550
setting for individual users, 551–552
VSTO and, 862
Information technology, 3
InitEventHandler event, 1002
InitEventHandler method, three parameters taken by, 1001–1002
Initialization, safety of ActiveX controls and, 1039, 1053–1055
InitializeComponent method, uncommenting, 306–307
InitializeEventArgs object, 1022
Initialize event handler, adding in host page for XmlFormView1 control, 1023
Initialize method, importer/exporter and, 1134, 1135 (listing)
Initiator roles, 620
Init method, 1060, 1070, 1071, 1072
Ink-entry mode, in InfoPath 2003 SP1, 16
Ink Picture control, 14, 72–73, 79
binding behavior of, 90t
in InfoPath 2003 SP1, 16
with text entered with a Tablet PC stylus, 73
Inline alert, for data validation error, 225
InnerXml property, 365
InputParameters property, 1022
Input scope, 195
controls providing support for, 195t
standard, Input Scope dialog with, 196
Input Scope dialog
with custom input scopes, 197
new, showing Phrase List option, 197
with standard input scopes, 196
InputScope enumeration, in MSDN, 196
Insert AutoText drop-down list box, 590
Insert Expression Box dialog, 158, 159
Insert Formula button, 154
Insert Formula dialog, 159, 576, 627, 629
after adding a calculated default value, 628, 628
after checking the Edit XPath checkbox, 160
after choosing a field, 159
after inserting sum function, 162
with formula setting this field’s default value to today’s date plus 45 days, 107, 107
Insert Function button, 161
Insert Function dialog, 160, 160
Insert Horizontal Repeating Table dialog, 61
Insert Hyperlink dialog, 156, 157
Insert layout controls section, in Layout task pane, 39
Insert Layout Table button, in InfoPath 2003 SP1, 12–13
Insert Layout Table toolbar item, in InfoPath 2003 SP1, 13
Insert Master/Detail dialog, 63
Insert Picture Control dialog, 71
Insert Picture dialog, 187
Insert Vertical Label dialog, 164, 164
Installable form templates
access path for, 486
creating, 479
deploying, 486–487
final page of Publishing Wizard during creation of, 419, 419
first page of Publishing Wizard during creation of, 417, 418
publishing, 417–420
reasons for not wanting to publish form as, 420
Install Certificate button, 493
Installed form, error that occurs when attempting to remove form from dialog, 495
Installed form templates
listing of, in registry, 487
removing, 494
Installer file, choosing a location for saving, 418, 418
Installing Forms Services, 671–675
Insufficient security privilege error, 403
Integer field, 774
Integer Format dialog, for Whole Number (integer) data types, 179
IntelliSense information, lack of, in object browser or ToolTips, 738
INTERFACESAFE_FOR_UNTRUSTED_CALLER, 1054, 1065
INTERFACESAFE_FOR_UNTRUSTED_DATA, 1054, 1065
InternalStartup definition, for MOI Consulting request form template, 804 (listing)
InternalStartup method, 734, 1002
restriction of, to registration, 781
Internet domain forms, restricting through Office Customization Tool, 476
Internet Explorer
filling out a browser-enabled form template in, 18
InfoPath and use of settings in, 476
Mime HTML file opened in, 606
programming, 788
security settings, 467
Internet Explorer 6, Forms Services and, 690
Internet Explorer Web content zones, 468
with security levels, 469
Internet Information Services, 676
Internet Information Services Manager, copying physical path for SharePoint root site collection from, 1013, 1013
Internet Information Services worker threads, data connection timeouts and, 933
Internet zone, 475
InvokeHost method, 1028
IObjectSafety interface, 1049, 1061
definition of, 1064 (listing)
implementing, 1064–1065
safety of ActiveX controls for scripting, initialization and, 1053–1054
IObjectSafety interface methods and constants, implementation of, 1065 (listing)
IOleCommandTarget interface, 997
accessing through form control, 993
calling QueryStatus method of, 999
defining, 991
dependencies of, 991, 992 (listing)
ipdesign.dll file, 1132
ipeditor.dll file, importing into C++ header file, 1143
IP Insurance (fictional company), insurance forms application for, 978–979
IP insurance form application
after loading the auto insurance form, 986, 986
creating in .NET, 797–980, 984–990
standard toolbar for, 991, 991
IP life insurance form
hosting in MyPage.aspx, 1019, 1019
state of, while dialog box still has focus, 1034, 1034
IP life insurance form template, code behind Validate Form button in, 1033 (listing)
IPropertyNotifySink interface, 1051, 1058
calling into, 1066–1068
declaration of, 1067 (listing)
IRM. See Information Rights Management
IsBrowser property, 883
demonstrating, 884 (listing)
in various environments, 884t
ISimpleInfoPathControl interface, 1056
IsMobile property, 884
demonstrating, 884 (listing)
in various environments, 884t
IS_NUMBER input scope, 195
Issuer Statement button, 493
ISubmitToHostEventHandler interface, 1009
IsValidEstimate method, 1005
IT. See Information technology
Item-level granularity, permissions in SharePoint and, 706
IUnknown property type, 1056
IViewObject interface, 1061, 1071
J
JavaScript, 908
functioning of browser-enabled forms and enabling of, 703
Job application form, 331–333
first view of, 332
last page of, 333
JobApplication sample, 332
JScript, 10, 11, 497, 697, 730, 731, 782, 783, 790
global, 1034
inserting into host page, 1033–1035
K
Kerberos authentication, 944
Key field, merge settings for, 568
KPI, 678